We are seeking a high-capacity and detail-oriented individual with outstanding interpersonal skills to join our team as an Investor Relations Associate. This person will be an integral part of our IR team and will be responsible for serving a global client base, managing projects, and assisting with business development efforts as requested. This role offers the opportunity to join one of the industry’s leading private equity firms and make key contributions to our future growth.

Please note this role is located in Chicago and requires in-person presence at our office several days each week.

Waud Capital Partners is an equal opportunity employer. We celebrate diversity in all of its forms and are committed to being a workplace that promotes equity, inclusivity, and respect. We strive to foster a welcoming environment for individuals of all backgrounds and to build a team that is representative of our increasingly diverse and interconnected world. We strongly encourage candidates from non-traditional backgrounds or historically underrepresented groups to apply.

Duties and Responsibilities

Responsibilities will include but are not limited to:

Ensure that all client needs are consistently met and strive to exceed client expectations

Draft, populate, and review Due Diligence Questionnaires (DDQs), Requests for Information (RFIs), and database questionnaires, ensuring accurate and timely dissemination of information to our clients and consultants

Help prepare and distribute quarterly client reports and memos/documentation

Maintain and manage the investor portal and CRM databases

Create presentations for current clients and prospective investors; assist with presentation design and content curation

Conduct investment analysis

Provide support for meeting prep and follow-up

Utilize internal systems to run and analyze various reports

Respond to surveys from industry publications

Support the coordination and preparation of the firm’s annual meeting

Conduct market research and performance benchmarking research and analysis

Maintain portfolio company data and fundraising diligence materials

Provide support to existing investors on an ad-hoc basis (portal access, capital calls/distributions, contact updates, transfers)

Support press release execution

Other marketing and communications related projects as requested

2-3 years of work experience, preferably in Investment/Asset Management, Banking, Consulting, or Finance and Accounting

Bachelor’s degree required, preferably in a finance, accounting, or marketing-related field

Prior private equity exposure is helpful but not required

Strong writing, proofing, and formatting skills, along with polished verbal communication skills

Exceptional attention to detail, placing a high priority on accuracy

Outstanding analytical, project, and time management skills

Able to prioritize work and handle multiple tasks to ensure that complex projects are completed by deadline, with interim review steps incorporated

Highly organized, proactive, and resourceful

Active team player with the ability to independently manage a full workload and respond to shifting priorities

Demonstrated initiative and good judgment as well as the ability to work well under pressure and with time constraints

Advanced Microsoft Office skills (Word, Excel, PowerPoint)

Employer-paid medical, dental, and vision insurance, along with HSA contributions Life insurance Short and long term disability insurance Additional voluntary insurance benefits 401(k) plan Paid maternity and paternity leave Flexible/hybrid work schedule Quarterly social events

Founded in 1993, Waud Capital Partners (WCP) is a leading Chicago-based private equity firm that partners with exceptional management teams to acquire or create platforms in the U.S. lower middle market through control-oriented growth equity investments, industry consolidation, buyouts or recapitalizations. WCP targets services businesses in large, growing, fragmented markets within two industries: healthcare services and business and technology services. WCP seeks companies generating strong cash flow that can be grown both organically and through acquisition. Since its founding, WCP has made more than 195 investments, including platform companies and follow-on opportunities. WCP closed its fourth fund in early 2016 with $1.056 billion of total commitment, and it has approximately $2.1 billion in assets under management.